If you are an admin you can edit, add, and delete users on your ClientPay account.
Editing and Deleting Users
Click your name in the top right corner
Select Settings from the drop down menu
Click on the Edit or Delete button next to the sub-user's name
After clicking the Edit button you can adjust the user's abilities and edit their account and transaction access.
Adding Users
Follow steps 1 and 2 from above and click Add User. From here, you can limit the user's abilities and which accounts they have access to. Information on the individual abilities are below:
Administrator - Includes all abilities
Collect Payments - Can run payments in ClientPay
Schedule Recurring Charges - Can create scheduled payments
Void Transactions and Issue Refunds - Can cancel and refund transactions
Tag Transactions - Can add tags to transactions
View Reports - Can run all reports in the Reporting section of the ClientPay dashboard
Developer - Includes access to the Developer section of the ClientPay dashboard
Manage Quick Bills - Can send and edit Quick Bills.
The last setting on this page is Transaction Access where you can limit which transactions the user has access to. If "Restrict access to transactions created by this user" is selected, the user will be unable to see transactions created by other users.
Please note once the user has confirmed their email address within our system the admin is no longer able to change the email address. The user will need to log into ClientPay to change their email address.